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  • P&C Insurance Sales Team Lead

    Trellisconnect

    Remote job

    About Trellis Trellis is rewriting the insurance experience from the inside out. We're the tech company behind Savvy, our licensed insurance agency, and we're bringing clarity and ease to a space known for… the opposite. With powerful tools, clean design, and a customer-first mindset, we're making insurance shopping refreshingly effortless. We're a profitable, fast-growing Series A startup backed by General Catalyst, QED, NYCA, and Amex Ventures. As a remote-first team, we move quickly, experiment boldly, and build with intention. If you're craving meaningful impact, energized by ambiguity, and are ready to build alongside exceptional teammates, you're going to love doing your best work at Trellis. About The Role At Trellis, we're not your typical agency, we're reimagining how insurance is bought and sold with a platform built on innovation, data, and automation. The P&C Insurance Sales Team Lead is a goal-driven individual focused on driving revenue from prospects interested in various insurance products by leading a team of agents and supporting the day-to-day activity of a remote call center. Reporting directly to the Director of Sales, this leader will accomplish this by improving agent performance through regular coaching and training, reviewing reports tracking team performance towards rigorous goals, and ensuring operational excellence in the maintenance and execution of daily call center activities. To be successful, this role will serve as one of the experts on agency decisions and develop their team to use best-in-class sales practices. What You'll Do Serve as an agency expert on P&C, ensuring that decisions are of high quality. Proactively seek and suggest ways to improve internal processes and results program-wide, from selling techniques to closing customers. Review reports that portray individual agent performance and sales results; analyzing data to evaluate your team and inform operational changes. Regularly coach and mentor a growing team of agents to achieve quotas, while fostering a culture of accountability and results. Monitor the day-to-day inquiry volume, agent schedule and adherence, while proactively adjusting and flexing to support demand. What You Bring to the Table You have 3+ years of experience in a similar role. You're an insurance expert with the ability to guide and evaluate P&C decisions. You're a creative problem-solver who's excited to contribute to the strategic direction and dive in wherever necessary to achieve goals. You have an analytical mindset with the ability to identify data requirements, analyze data, and review reports. You're highly performance-oriented and able to motivate others in a proactive, positive, and firm manner. You have a strong sense of empathy for agents and customers. *Bonus Points* experience with early-stage or high-growth tech startups Our agency operates 7 days a week, from 9 AM to 9 PM ET. To best serve our customers, team members work one weekend day per week and enjoy two days off to rest and recharge. This role can expect to work at least one closing shift per week (12pm-9pm ET) as well. We'll work together during the interview process to find a schedule that aligns with your needs and our customers' experience. Why Trellis? Because you deserve a career that's exciting, meaningful, and surrounded by people who lift you up. We're a group of curious, mission-driven humans rewriting the insurance experience and having a lot of fun along the way. At Trellis, you'll make a real impact on a product millions rely on, and grow alongside a company that's scaling fast. What sets Trellis apart: ✨ A transparent, collaborative culture where ideas win, not titles 🚀 Big opportunities to take ownership and chart your growth 💰 Competitive compensation (75th+ percentile) 🏡 Fully remote across the US & Canada 🎉 Quarterly virtual and/or in-person events that keep us connected Plus, the benefits are built to support your whole life: 🌴 Flexible vacation (yes, actually flexible) 🩺 100% employer-paid health insurance for employees 💻 Home office budget to create your perfect setup 🧘 Wellness programming, because balance matters 💸 401(k) and HSA contributions, FSAs, bonuses & equity opportunities 🐣 Paid parental leave 👉 If you want a role where you'll grow, be trusted, and build something that genuinely improves people's lives, Trellis is the place. Join us. We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Note: all employees must complete a background check prior to starting employment with Trellis or its subsidiaries #J-18808-Ljbffr
    $47k-71k yearly est. 1d ago
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  • Customer Retention Representative (Remote)

    Globe Life and Accident Insurance Company 4.6company rating

    Remote job

    At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Customer Retention Representative? Globe Life is looking for a Customer Retention Representative to join the team! As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage. This remote position offers a schedule Monday through Friday, with a 10:00 a.m. to 6:30 p.m. Central Time Zone workday. What You Will Do: Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options. Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions. Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments. Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language. Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems. Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information. Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions. Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards. What You Can Bring: High school diploma or equivalent. Basic Microsoft Office Skills, including Word, Excel, and Outlook. Minimum Typing speed of 30 wpm. Experience in a call center environment preferred. Some insurance and/or sales experience preferred. Excellent verbal and written communication skills. Ability to solve complex policyholder issues with a positive attitude. Ability to work in a fast-paced environment and work well under pressure. Knowledge of life and/or health insurance terminology preferred. Applicable To All Employees of Globe Life Family of Companies: Reliable and predictable attendance of your assigned shift. Ability to work full time and/or part time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: Competitive compensation designed to reflect your expertise and contribution. Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan. Paid holidays and time off to support a healthy work-life balance. Parental leave to help our employees welcome their new additions. Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. Company-paid counseling for assistance with mental health, stress management, and work-life balance. Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
    $60k-114k yearly est. Auto-Apply 22d ago
  • Business Insurance Client Manager - Commercial Lines

    The Jones Co 4.5company rating

    Remote job

    Career Opportunity - Business Insurance Client Manager If you are looking for: An employer that provides tremendous growth and invests in your learning A professional work environment where teammates are supportive and accountable An opportunity to teach new tools and technology to your clients and community Standard working hours, with options for remote work and flexible schedules A competitive salary with outstanding benefits A family-oriented employer that has been in business for over 60 years Then we should talk, because we are always looking for: Self-motivated individuals with an “old-fashioned” work ethic and positive attitude Someone with a proven ability to support and potentially lead a team A quick learner who can grasp new concepts & ideas in a fast paced environment A client-focused professional who is able to listen, communicate, and teach technology Summary This position is directly responsible for assisting in the production of new accounts and the retention of existing insurance accounts. Provides prompt, efficient, friendly, high-quality service to designated accounts in support of Producer activities. Communicates consistently and positively with clients to reinforce our “Client-first” service philosophy. Builds and maintains good relationships with clients and office staff. Follows agency established procedures and guidelines to perform assigned duties. Qualification Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Minimum Qualifications 2 years insurance experience NC Department of Insurance Property & Casualty License OR ability to obtain license within the first 30 days of employment Knowledge, Skills, and Abilities Ability to discuss, support, and sell insurance products in states where the agency functions. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook) Applied EPIC, etc. Must have excellent communication skills; written and verbal. Must be an assertive self-starter with the ability to influence others. Must excel at being client focused and able to work in a team-oriented environment Should have demonstrated effective presentation skills through both verbal and written communication Supervisory Responsibilities May have some supervisory responsibilities as the business grows. Essential Functions Gathers information and risk management recommendations for new business/renewals Works closely with Producers on new prospects to maximize success Conducts periodic service calls for designated accounts Involves Producer and/or Management on claims, payment problems, loss control, and renewals Performs special projects at the request of designated clients upon approval of manager Maintains a concern for timeliness and completeness when interacting with clients, agency and company personnel to minimize potential for errors & omissions claims Completes applications for designated renewal business and analyzes renewal process with Producer to have a common understanding Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail email and/or phone prior to renewal Receives and reviews all terminations and cancellations to determine action Handles premium collection through form letters and requests cancellation of policies when necessary Follows up on outstanding claims and provides assistance in their resolution Monitors audits done by carriers and manages the Agency's handling of these audits Maintains continuing education as needed for insurance license Maintains appropriate professional insurance designation (CIC, CISR, or CPSR) Performs other functions as assigned by management Physical Demands This is primarily a sedentary role; however, some filing is required, which would require the ability to lift files, open filing cabinets and bend or stand, as necessary. Work Environment This job operates in a clerical, office setting. This position routinely uses standard office equipment such as computers, phone, copier, filing cabinets and fax machine. Travel Occasional travel may be required. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the position. All employees may have other duties assigned at any time. We are committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. In addition to federal law requirements, we comply with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
    $60k-89k yearly est. Auto-Apply 60d+ ago
  • PERFECT Sales Job - Work from Home

    The Haines Group 4.2company rating

    Remote job

    The Haines Group We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You'll hone your sales skills by forging strong relationships that serve as the foundation for our agencies prestige and we'll give you the support you need to reach your earning potential. Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts, making changes or additions to existing ones, and collecting key client information for risk profiles used to identify insurance plans for each unique individual if you're up for the challenge. Apply now! Responsibilities Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to clients satisfaction. Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales. Work with clients to develop and deliver risk management strategies that fit their individual profiles. Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long term client loyalty. Set meeting with new and potential clients to listen to thier needs taking into account their financial statuses and stage of life priorities, and present insurance plan options tailored to their individual circumstances. Qualifications Candidates should have basic computer skills and be able to use Microsoft Office programs. Some experience with acounting or sales lead software is beneficial. Superb analyticalm interpersoal communication and customer serices skills are needed to succeed in this role. Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations. Compensation $75,000 - $100,000 yearly About The Haines Group The Haines Group is composed of numerous self-driven and succssfl men and women serving middle-income families in the financial services sector. We sell the most revolutionary form of the insurance in the market. Living Benefit Life Insurance is life insurance you dont have to die to use and it is the same price or LESS than traditional death insurance. With our lead systems, cash bonuses, lead bonus, top compensation and tUNBEATABLE products our sales professionals are equipped to dominate the ultra competitive market of insurance sales. This empowers our agent force to property serve their clients in the best way possible while providing a healthy income and lifestyle for their families. We look forward to partnering with you.
    $75k-100k yearly 60d+ ago
  • ETL Architect

    E*Pro 3.8company rating

    Columbus, OH

    E*Pro Consulting service offerings include contingent Staff Augmentation of IT professionals, Permanent Recruiting and Temp-to-Hire. In addition, our industry expertise and knowledge within financial services, Insurance, Telecom, Manufacturing, Technology, Media and Entertainment, Pharmaceutical, Health Care and service industries ensures our services are customized to meet specific needs. For more details please visit our website ****************** Job Description Title : ETL Architect Location : Columbus, OH Type : Fulltime Permanent Work Status : US Citizen / GC / EAD (GC) Required Skills: • Responsible for Architecture, Design and Implementation of Data Integration/ETL, Data Quality, Metadata Management and Data Migration solutions using Informatica tools • Execute engagements as Data Integration-ETL Architect and define Solution Strategy, Architecture, Design and Implementation approach • Expertise in implementing Data Integration-ETL solutions which include components such as ETL, Data Migration, Replication, Consolidation, Data Quality, Metadata Management etc. using Informatica products (e.g. Power Center, Power Exchange, IDQ, Metadata Manager) • Responsible for Detailed ETL design, Data Mapping, Transformation Rules, Interfaces, Database schema, Scheduling, Performance Tuning, etc • Lead a team of designers/developers and guide them throughout the implementation life cycle and perform Code review • Engage client Architects, SMEs and other stakeholders throughout Architecture, Design and implementation lifecycle and recommend effective solutions • experience in multiple Databases such as Oracle, DB2, SQL Server, Mainframe, etc • Experience in Industry models such as IIW, IAA, ACORD, HL7, etc. and Insurance products (e.g. Guidewire) will be plus Additional Information All your information will be kept confidential according to EEO guidelines.
    $92k-122k yearly est. 1d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Columbus, OH

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days' vacation per year, prorated based on start date) Paid sick leave as determined by state or local ordinance (prorated based on start date) 11 Paid holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee Target base salary range is $17.00-$20.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
    $17-20 hourly Auto-Apply 22h ago
  • Internal Marketing Representative

    Penn Mutual 4.8company rating

    Remote job

    We are looking for an Internal Wholesaler (Internal Marketing Representative -"IMR") to be part of our Northeast Region team. You will be responsible for contributing to sales through financial professional recruiting, telemarketing, and providing product, illustration, marketing and sales support. The IMR will proactively work to create new as well as manage existing relationships with financial professionals in their region to achieve recruiting and sales goals. You will work in partnership with the field sales team (which includes Regional Directors, Regional Marketing Directors, or Regional Marketing Specialists as assigned). The IMR must develop and maintain a thorough familiarity with all aspects of the assigned regions to include, but not limited to, understanding of the business practices of key producers, overview of Focus Firms, geographic locations of financial professionals, and knowledge of the regional sales style needed to locally market life insurance or annuity products. This position will also function as a liaison between the field and the home office. We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work. Job Responsibilities Recruiting and Financial Professional Support Conducts telemarketing activities with current and prospective financial professionals that will generate sales activity. Proactively develop business relationships with current and prospective financial professionals to encourage new sales. Increases the number of financial professionals that do business with Penn Mutual as well as maximizes the sales potential from each financial professional contact. Develops and follows-up on sales leads from a variety of sources including referrals from other employees, financial professionals, Relationship Management, broker-dealer conferences, industry conferences or any other sources, as appropriate. Provides ongoing service and support to financial professionals. Follows up scheduled meetings of field partner(s) and provides information as requested. Outbound and Inbound Telemarketing Generates daily appointments by proactively calling prospects and existing financial professionals to schedule 1 on 1 appointments for field partners, as assigned, achieving weekly appointment goal for each field partner. Prospects for potential new financial professionals using various support tools, including but not limited to, Brokerage, MDRT, Regional Database rep lists applying mapping software to attain efficient territory management. Follows up on all regional recruiting campaigns with financial professional's phone calls to obtain appointments Promotes sales seminars with financial professionals and confirms attendance. Conducts follow-up phone calls to schedule appointments with prospects and financial professionals before and after seminars, broker-dealer meetings, and regional meetings. Marketing Manages all marketing activities in assigned regions to maximize field sales activity. Develops sales ideas to share with financial professionals as well as provides illustration support reflecting benefits of sales concept. Works with field partner or home office marketing associates to coordinate various promotional events. Follows-up on all marketing campaigns to offer additional support and/or schedule one-on-one follow up appointments Company, Product, and Technical Knowledge Obtains required knowledge regarding Penn Mutual's mutual structure, financial stability and industry ratings. Understands FINRA and insurance regulations as well as company compliance guidelines and adhere to same. Develops and maintains comprehensive and in-depth working knowledge across all supported product lines, investment sub-accounts and operational procedures. Comprehends the suitable application of PML's product in sales situations and recommend to financial professionals, as appropriate. Provides illustration and case design support. Stays abreast of Penn Mutual's competition, specifically product and marketing programs, and advanced sales applications. Sales Tracking, Sales Analysis, Recordkeeping and Reporting Tracks weekly appointment activity and report sales results; maintains records documenting status of appointments and sales results. Remains current on case status, proactively communicating with financial professionals regarding status of case. Retains and tracks illustrations and related sales results. Creates and maintains updated database with current financial professional's information. Analyzes sales activity and results upon request. Provides weekly sales reports and reviews results during team meetings. Skills and Abilities Proven track record of sales success or direct contribution to sales team Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement. Ability to work with others in a collaborative team environment. Ability to work up to 6:30 pm EST as needed to provide sales support in different time zones in the U.S. Education Bachelor's Degree required FINRA Series 6 or 7 and Series 63 registrations required Life insurance license required Willing to obtain industry certifications, such as, CLU, ChFC and/or CFP Experience 3-5 years of related experience in the sales and marketing of insurance products; equivalent experience may be considered Role is variable based with a monthly commission as well as base salary of $60,000 + bonus For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
    $44k-68k yearly est. Auto-Apply 4d ago
  • Case Coordinator (REMOTE)

    AXA Equitable Holdings, Inc.

    Remote job

    About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we've honed since 1859. As a Case Coordinator, you are the primary point of contact to financial professionals and internal/ wholesalers who submit new applications on behalf of clients purchasing financial products. This role is responsible for ensuring applications and fund transfer documents meet all regulatory standards and client information is full and complete. We provide valuable financial tools and insurance products for our clients. In doing so, we want to ensure our risk assumptions and regulatory requirements are fully addressed at point of sale. What You'll Be Doing: * Effectively manage personal caseload to resolve errors/omissions within departmental guidelines * Handle both work items, outbound and inbound telephone calls, faxes, and emails to/from Financial Professionals * Professionally manage incoming inquiries from agents, brokers and internal sources concerning financial and insurance products Hours: 8:30am - 5:00pm, Monday - Friday Remote - This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours. Periodic office visits may be requested based on business needs. The base salary range for this position is $48,000 - $55,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program What You'll Bring * College degree * 1 years of call center experience * Listening skills * Attention to detail Skills Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience. Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals. Knowledge of Insurance Operations: Knowledge of the full spectrum of activities, practices, tools and considerations for insurance operations; ability to apply knowledge of insurance operations to provide administrative support to the insurance business. Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way. Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions. Telephone-Based Customer Servicing: Knowledge of customer service delivered via telephone; ability to deal with handling customer inquiries and responses received by telephone. About Equitable At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more. Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.
    $48k-55k yearly Easy Apply 1d ago
  • J.P. Morgan Wealth Management - Global Supervision Project Manager - Columbus, OH

    JPMC

    Columbus, OH

    Join our dynamic team as a Program/Project Manager and lead transformative projects that shape the future of our industry! This is a unique opportunity to leverage your strategic vision and leadership skills to drive impactful initiatives and foster innovation. At our company, you'll find unparalleled career growth and mobility, empowering you to reach new heights in your professional journey. Collaborate with a talented team in a supportive environment that values creativity and excellence. Be part of a forward-thinking organization that offers competitive benefits and a culture of continuous learning and development. As a Program/Project Manager within JPMorganChase, you will be a key driver in transforming strategic plans into tangible programs and projects, delivering impactful results across various business units. You will leverage your deep knowledge and expertise in project management to navigate complex issues, make informed decisions, and ensure the successful execution of programs. Your role will involve significant cross-functional collaboration, data analysis, and conflict management to align operations initiatives with business strategy. You will also be responsible for building and leading diverse teams, delegating tasks effectively, and fostering an environment of continuous learning and growth. Your ability to think strategically, adapt to change, and deliver excellent customer service will be crucial in this role. Job responsibilities Lead the transformation of strategic plans into high-impact programs and projects, utilizing your expertise in project management and strategic thinking to deliver results across various business units. Oversee the execution of programs, ensuring alignment with business strategy, effective risk mitigation, and timely delivery of commitments. Utilize data analytics to monitor program progress, make informed decisions, and direct necessary adjustments to ensure the successful delivery of program commitments. Build, lead, and manage diverse teams, fostering an environment of continuous learning and growth, and effectively delegating tasks to ensure efficient and effective achievement of objectives. Engage with senior management and stakeholders, providing regular updates on program progress, and collaborating to resolve any arising issues. Required qualifications, capabilities, and skills Proven ability to lead and manage complex programs or projects, delivering results across various business units, typically demonstrated through 7+ years of relevant experience. Demonstrated proficiency in data analytics, with the ability to interpret models, make inferences from data, and provide continuous insight for program execution. Proven experience in conflict management, with the ability to identify conflicts, facilitate discussions, and create win-win solutions using collaboration or negotiation strategies. Advanced computer literacy, with the ability to effectively use technology to perform tasks, solve problems, and communicate in a professional setting. Proficiency in strategic thinking, with the ability to use data to understand issues and opportunities, evaluate potential scenarios, and collaborate on strategy and priority development. Minimum 5 years of experience working with both annuities and life insurance products Preferred qualifications, capabilities, and skills Integrate artificial intelligence solutions to enhance project outcomes and drive data-driven decision-making. Implement automation to streamline project workflows and increase operational efficiency. Foster a culture of innovation by encouraging creative problem-solving and the adoption of new technologies. Mentor team members to support their professional growth and enhance project management capabilities.
    $68k-97k yearly est. Auto-Apply 2d ago
  • Data Analytics Specialist, Insurance (Manager)

    Inizio Partners Corp

    Columbus, OH

    Develop and implement data/analytics (data analysis, data science, BI) solutions across insurance functional areas claims, underwriting, pricing, marketing Perform hands on delivery on individual projects and/or mange small group of team, depending on client project requirements Conduct use case development sessions with clients to understand their needs and develop impactful solutions Act as SME for any data science, analytics needs for insurance client for various P&C Insurance (Life insurance is good to have) products Manage day-to-day operations for individual project, small group of team members ensuring that all project tasks are completed on time and with expected quality, accuracy Candidate Profile: Based out of US (preferably Ohio) Willing to travel to client locations (25%) 6+ years experience across P&C Insurance products personal, commercial lines (auto, property, specialty, workers comp, general liability etc.) across various functions - claims, underwriting, pricing, marketing Strong hold in developing & implementing analytics solutions including data engineering/models, reporting/dashboarding, predictive modeling Master's degree in economics, mathematics, computer science/engineering, operations research or related analytics areas; Candidates with BA/BS degrees in the same fields from the top tier academic institutions are also welcome to apply Technical skills = Advanced machine learning techniques, SQL, Python, PySpark, Databricks, Power BI
    $50k-86k yearly est. 60d+ ago
  • Associate General Counsel (Enterprise Litigation)

    USAA 4.7company rating

    Remote job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are currently seeking a highly motivated and experienced Associate General Counsel at one of our USAA locations or working remotely. In this role, you will be responsible for providing legal counsel to business unit leadership within USAA by identifying and analyzing legal issues and communicating effective legal advice. Proactively engages with business clients to better understand USAA's strategic and operational objectives. Engages and collaborates with internal stakeholders within business units and the Chief Legal Office. Works independently on matters of significance to the organization, has in-depth expert knowledge and the proven ability to lead efforts to resolve complex issues. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. Relocation assistance is not available for this position. What you'll do: Independently provides legal counsel to senior leadership to support business objectives and manage regulatory, compliance and litigation risk to USAA. Leads complex legal assignments with a high level of business impact and delivers appropriate solutions. Effectively communicates with stakeholders and varying levels of leadership in both verbal and written forms. Produces clear and concise legal positions involving highly complex issues. Proactively collaborates across USAA and the Chief Legal Office to mitigate risk. Proactively monitors and analyzes changes in laws, regulations and industry and advises appropriate organizational leadership of such changes in a timely manner. Anticipates potential or future legal and operational issues that present a risk to the organization and proactively engages with others to identify potential solutions. Regularly provides guidance to more junior attorneys and serves as a resource to others in the Chief Legal Office. Provides leadership through cross-functional projects that have a material impact to USAA. Effectively manages outside counsel to obtain legal advice. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree from an accredited school. Juris Doctor degree from an accredited law school required. Licensed and in good standing to practice law in one state or a territory of the USA 8 years of relevant experience with at least 7 years of experience as a practicing attorney. Demonstrated ability to effectively collaborate with key resources and stakeholders, influencing decisions and leading work to achieve strategic goals. What sets you apart: Extensive experience handling a complex litigation docket to include first-chair bad faith litigation experience or in-house management experience involving the products or business operations of personal lines insurance companies (auto, property, life) and class actions. Experience analyzing insurance claims handling practices and claim files for personal lines insurance products. Excellent proficiency with rules of civil procedure and evidence, e-discovery processes, and institutional document production and retention issues. US military experience with skills related to one of the following MOS's: Navy (JAG Corp Officer), Marines (4402, 4405, 4406,4410, 4411, 4417), Army (27A), USAF (51JX / 5J0X1) Compensation range: The salary range for this position is: $164,780 - $314,960. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $164.8k-315k yearly Auto-Apply 3d ago
  • Protection Specialist - Remote Work

    The Semler Agency

    Remote job

    Are you looking to: Set your own hours? Work from home? Have the ability to make uncapped income? Have positive and motivating mentors? Make an impact in people's lives? As a Protection Specialist you will be responsible for assisting customers in selecting appropriate insurance coverage tailored to their needs. Your primary focus will be on building strong customer relationships, providing expert advice, and ensuring customer satisfaction. Responsibilities: Communicate with customers via phone, email, or online chat to understand their insurance needs and provide suitable recommendations. Educate customers on various insurance products, coverage options, and policy terms. Collaborate with the underwriting team to evaluate and assess risk factors for policy approvals. Maintain accurate customer records and update insurance policies as necessary. Keep up-to-date with industry trends and insurance regulations to provide accurate and relevant information to customers. Attend weekly training calls to increase product knowledge and improve sales skills. Requirements: Strong knowledge of insurance products, coverage options, and policy terms. Excellent communication and interpersonal skills, with a customer-centric approach. Ability to work independently and manage time effectively in a remote work environment. Proficiency in using insurance software and customer relationship management (CRM) systems. Relevant Life and Health insurance license or the willingness to obtain one. NOTE: No agent's success, earnings, or production results should be viewed as typical, average or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the Insurance needs of the customers in the geographic areas in which you choose to work.
    $60k-92k yearly est. Auto-Apply 15d ago
  • Supervisor, Commercial Lines Insurance

    We Insure 4.0company rating

    Remote job

    Who We Are. At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client's unique needs, ensuring they feel confident and supported in every decision. As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results. What sets us apart? We're data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for purpose-driven individuals to help lead the way. The National Sales Center Commercial Supervisor oversees a team of commercial insurance producers in a fast paced, high volume sales environment. This role leads daily commercial sales operations, develops producer performance, tracks key metrics, and ensures consistent achievement of commercial sales and premium targets. This role drives revenue growth by strengthening commercial sales execution, improving processes, and ensuring a professional, client focused experience across all commercial sales interactions. Key Responsibilities: Sales Team Management: Lead and motivate a team of commercial insurance producers, providing clear guidance, coaching, and performance feedback. Foster a culture of accountability, teamwork, and client focus. Conduct regular team meetings, training sessions, and one on one coaching to develop sales skills, product expertise, and consistent execution across commercial lines. Sales Performance Monitoring: Establish sales targets, goals, and KPIs specific to commercial insurance production. Monitor individual and team performance, analyze sales data, and provide regular performance updates to leadership. Identify trends, address performance gaps, and implement strategies to enhance sales productivity, close ratios, and premium growth. Lead Management: Oversee the distribution and management of commercial insurance leads to ensure timely assignment and consistent follow up. Track lead conversion rates, monitor pipeline activity, and partner with marketing and lead generation teams to improve lead quality, conversion efficiency, and overall new business results. Sales Process Optimization: Continuously review and refine commercial sales processes, workflows, and tools to drive efficiency and scalability. Identify opportunities to streamline quoting, follow up, and client onboarding. Partner with operations and technology teams to leverage automation, improve CRM utilization, and implement best practices that accelerate the sales cycle. Product and Industry Knowledge: Maintain in depth knowledge of commercial insurance products, carrier appetites, underwriting guidelines, and market trends. Provide ongoing training to ensure producers are well equipped to position products effectively, handle objections, and deliver tailored solutions to clients. Sales Reporting and Forecasting: Generate accurate sales reports, forecasts, and performance analyses to support business planning and leadership decision making. Identify growth opportunities, performance risks, and resource needs to drive targeted sales strategies and operational alignment. Customer Service Excellence: Ensure a client first approach within the commercial sales team. Promote professionalism, responsiveness, and ethical sales practices. Support resolution of client inquiries and escalations promptly to maintain a strong reputation for service quality and reliability. Compliance and Regulatory Adherence: Ensure all commercial sales activities adhere to insurance industry regulations, carrier requirements, and company policies. Stay informed of regulatory updates and coordinate necessary training to maintain compliance and uphold best practices. Collaboration and Relationship Management: Partner with marketing, underwriting, carrier relations, and customer service teams to ensure cohesive operations and an exceptional client experience. Build and maintain strong relationships with internal stakeholders and external partners to expand commercial sales opportunities and support sustainable growth. Education and/or Experience: High school diploma or equivalent required. College degree preferred. Minimum of 3 plus years of experience in Property and Casualty commercial insurance sales or sales leadership. Active Florida 2 20 General Lines License required. Experience with Applied Epic, QuoteRush, or similar commercial quoting platforms preferred. Work Environment: This role is primarily remote and performed in a home office environment using standard office equipment and technology. Occasional travel may be required based on business needs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the role Physical Requirements: This role requires the ability to sit for extended periods of time, communicate effectively, and use a computer, keyboard, and other standard office equipment. The role may require occasional travel, which may include walking, standing, and lifting light materials related to business needs. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Our Values. The We Way. At We Insure, Group our values shape how we work, how we lead, and how we grow-together. They're more than just words-they guide every interaction, every decision, and every customer experience. We Way Reflects Our Commitment to. We personalize protection at a price you can trust We hustle to find opportunity We care authentically We thrive in ambiguity We own our results We have fun along the way And-we're just getting started Our Total Rewards. Medical, Dental, Vision, Life, Pet; Flexible Spending Account Competitive Salaries 401K Match Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave Short and Long-Term Disability Employee Support Programs, Including Mental Health Tuition Reimbursement Matching Charitable Gift Program Lucrative Referral Program This position is not able to be performed in California, Colorado, New York or Washington. EEO We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at *************************. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.
    $35k-43k yearly est. Auto-Apply 2d ago
  • Sales Associate - Powersports

    Tansky Sawmill Toyota 4.2company rating

    Columbus, OH

    Job Description Tansky Powersports is looking to hire a customer-oriented, enthusiastic sales associate. If you have a passion for motorsports we are looking to expand our business. Responsibilities Assist guests through the purchase process (greeting, selection, sales process, and delivery) ensuring their time with us is easy and stress free! Sell the passion and excitement of owning a golf cart, an e-bike, or any other product to our customers using proactive feature-benefit sales techniques providing advantages of our products over competing brands Make introductions to other departments to ensure cross selling of Parts and Accessories, Financing, Insurance Products and Services, Warranties, and Service Plans Follow up on all prospects and customers Maintain the showroom and display of products in a manner appealing to customers Enter data into our CRM on all client information and interactions Stay up to date with our brand, product knowledge, company information, and company-wide events, truly becoming a resource to our customer base Perform other related duties as assigned Qualifications Minimum of 1+ year experience in customer service or sales Possess knowledge of multiple brands and products in the powersports industry Available to work a flexible schedule including Saturdays Exceptional verbal and written communication skills Positive can-do attitude Teamwork- works well with others and helps even when not asked Benefits Competitive Hourly Base Pay FIVE DAY WORK WEEK!!!! Health Insurance Dental Insurance 401(k) + matching Flexible schedule Paid time off Paid training
    $35k-46k yearly est. 7d ago
  • Underwriting Operations Specialist

    Ledgebrook

    Remote job

    We are seeking an Underwriting Operations Specialist to join our growing operations team and play a critical role in providing superior support to the Underwriting and Operations Units. As the Underwriting Operations Specialist, you will work closely with Underwriting Assistants and Underwriters on Ledgebrook products. The role will give you an in-depth understanding of multiple insurance products in the US market. This is an exciting opportunity to combine your insurance expertise with strong customer focus. With the team's and company's growth, the role will offer a fantastic opportunity for personal development and broader responsibilities on pre and post-bind sides of insurance contracts. Ledgebrook prides itself on its open and transparent culture which will give you great exposure to everyone in the company. Since Ledgebrook recently entered the Polish market, you will play an integral role in the company's long-term success. Experience: As a future Ledgebrook Underwriting Operations Specialist, your experience and qualifications should include: Prior general/technical underwriting support experience across various lines of business and coverages. Experience in submission process management, including review for completeness to handle or facilitate account clearance and set-up. Understanding of basic underwriting data analysis to execute submission triage activities, i.e. review submission information in relation to underwriting appetite and guidelines to assist underwriting staff with eligibility determination and prioritization of opportunities. Ability to obtain required information from brokers, organizing/maintaining file documentation and facilitating transactions with other underwriting support resources. Strong organizational skills with the ability to balance multiple tasks/projects to focus on key priorities and deadline achievement. Understanding of company appetites and delegated underwriting authorities. Here at Ledgebrook, we are passionate about creating a team that is on a continuous learning journey and that shares our excitement about building a company from the ground up. Some of the characteristics we hold dear are: A passion to deliver a world-class customer service experience to both internal and external customers. Intellectual curiosity and desire to innovate processes/procedures versus being satisfied with the status quo. A desire to continue learning through on-the-job mentorship or formal educational/training opportunities. Agile prioritisation skills coupled with a keen sense of urgency that seeks to balance getting it right versus getting it done right now. A strong drive and desire to win together as a high-performing team. A moral compass to “do the right thing, period”, with zero tolerance for toxic behaviours. Must haves Excellent English written and verbal communication skills. Proven experience in Insurance Industry. Experience in building successful relationships with various stakeholders at all levels. Strong customer focus and ability to work in a fast paced environment. Comfortable with MS Office Suite and Google Workspace applications. Excellent problem-solving skills and the ability to drive initiative. Strong communication and collaboration skills, with the ability to work effectively in a team environment. Self-driven skills and a sense of responsibility for the entrusted tasks. Demonstrated attributes of attention to quality and self-discipline. Nice to haves Prior startup experience. Bachelor's or Master's degree in Economy; Finance; Business Affairs or a related field. Important - only for candidates applying from the U.S.: Please note: This position is open only to candidates who are authorized to work in the United States without the need for current or future employer-sponsored work authorization. We are unable to offer visa sponsorship at this time. ” Competitive salary and meaningful equity ownership Remote work, flexible hours Unlimited time off policy Ownership, autonomy, purpose
    $43k-69k yearly est. 60d+ ago
  • Remote Client Support Benefits Specialist

    Ail

    Remote job

    Sales Team Lead - Life Insurance (Remote) We are seeking a results-driven Sales Team Lead who thrives in leadership, coaching, and performance execution. In this role, you will actively sell life insurance products while recruiting, training, and leading a team of sales professionals. This is an ideal opportunity for a proven sales leader who wants to build, develop, and scale a high-performing remote team. Key ResponsibilitiesTeam Leadership & Development Recruit, onboard, and develop a team of life insurance sales professionals Provide ongoing coaching, performance feedback, and mentorship Build a strong, accountability-driven team culture focused on growth and results Sales Strategy & Execution Develop and execute sales strategies to meet and exceed production goals Track performance metrics and optimize processes to improve outcomes Lead from the front by actively participating in sales activities Client Experience & Relationship Management Ensure consistent, high-quality client interactions across the team Support team members with complex client needs and objections Promote long-term client relationships to drive retention and referrals Training & Continuous Improvement Conduct training on sales techniques, product knowledge, and best practices Stay current on industry regulations and company guidelines Identify performance gaps and implement targeted coaching plans What You Bring Proven leadership experience managing and developing sales teams Strong sales background, preferably in life insurance or financial services Excellent communication and coaching skills Results-oriented mindset with a history of hitting or exceeding goals Strategic thinking and data-driven decision-making ability Highly organized and self-motivated, comfortable leading remotely Why This Role Stands Out 100% Remote (U.S. only; excluding NY & MA) Flexible schedule with strong work-life balance Competitive commission structure tied to team performance Robust training, systems, and leadership support Clear advancement path into senior and executive leadership roles Meaningful impact helping families secure their financial future If you're ready to step into a leadership role where your experience, drive, and results truly matter, we encourage you to apply. Apply today and lead a team built for success.
    $29k-42k yearly est. Auto-Apply 9d ago
  • F&I Manager

    Hbl Automotive Inc.

    Columbus, OH

    Lindsay Automotive has an immediate opening for a Finance & Insurance Manager located in Columbus, Ohio. The Finance & Insurance Manager is responsible for producing additional revenue for our dealership by selling finance and insurance products to customers purchasing new and used vehicles. As an F&I Manager at Lindsay Automotive, you will have the opportunity to make a positive impact on our business, customers, and community. We are looking for a strong, energetic, people-focused F&I Manager, that has a professional appearance, and a great attitude who will help us succeed in producing customer satisfaction. Duties & Responsibilities: Establish and maintain positive working relationships with all sources of finance and insurance products, factory and other menu selling products. Work with sales management to establish and maintain a program that will ensure a positive turnover to the Finance & Insurance department. Work with Sales Management to secure a reasonable profit from each transaction. Ensure accuracy of customer information in dealership databases (including e-mail addresses). Verify the accuracy of all title, lien information, taxes, and other documents on customer paperwork. Submit proper documentation to obtain approval for all finance transactions. Notarize deal paperwork as required. Forward completed deals to accounting office immediately after completion. Keep sales management up to date with rates and products. Prepare monthly reports on finance penetration and products sold. Complete all training certifications as directed by management. Follow policies and procedures as set forth in the Company Handbook and other Company policies. Fill out and submit all required paperwork to become a notary. Fill out and submit all required paperwork to become AFIP Certified. Some of Our Company Benefits: Competitive pay plan Company paid short-term and long-term disability coverage Company paid life insurance policy 401K with company match Medical, Dental, Vision insurance Short-term and long-term disability coverage buy-ups Life insurance Paid vacation after one year of employment Knowledge, Skills and Abilities Required: Experience in CDK experience is required. Experience in Dealertrack is required. Must become AFIP Certified. Must become a Notary if not already. Must have a minimum of 3 years in automotive sales experience. Ability to work in a high-volume, fast paced, and performance-based work environment. Experience in creating a positive sales environment and providing excellent customer service. Must maintain an attention to detail skillset. Why choose Lindsay? Family owned and operated since 1973. We are among central Ohio's largest and most reputable dealers and hold a status as a local automotive icon in Columbus, Ohio. Lindsay boasts a commitment to offering the best quality automobiles, extensive inventory, broad selection, and friendly staff. We have been nominated and recognized as a Top Workplace in 2017 through 2023.
    $71k-109k yearly est. Auto-Apply 23d ago
  • Lead Coordinator, Sales Support and Operations - Retirement Plans

    Ameritas 4.7company rating

    Remote job

    This position takes lead on support services to the Retirement Plans sales force to achieve sales objectives and drive revenue. Maintain positive relationships with internal and external contacts to achieve customer retention. As a subject matter expert regarding Retirement Plans products and programs, this role works independently, utilizing comprehensive knowledge to solve complex service issues, delegate tasks, or review products of other associates. This position is remote (within the U.S.A.) and does not require regular in-office presence. What you do: Lead service functions to support sales teams including timely and accurate preparation of materials, proposals, client data, and other sales information. Oversee processes to maintain data, respond to inquiries, and deliver solutions to support the sales teams. Manage progress during the entire lifecycle of a case. Take lead on department projects or inquiries that are complex and deliver guidance and solutions. Identify and make recommendations to resolve procedural or system related problems. Train and review work products of new or entry level associates. Maintain a comprehensive understanding of various insurance products and their features and limitations. TPA (Third Party Administrator) strategist Work with TPA advisory council on monthly communications. Work on TPA campaigns. Act as sales liaison with TPA services. National Accounts reporting Maintain and produce monthly data reports for Broker Dealers. Maintain and produce annual RFI (Request for Information) and due diligence reports. Salesforce reporting. Regional Sales Coordinator support Assist with PEP proposal processes. What you bring: 4 years of overall experience required. 2 years of experience with retirement plans required. High school diploma or GED required. Demonstrated ability to perform administrative tasks with a high level of accuracy and attention to detail required. What we offer: A meaningful mission. Great benefits. A vibrant culture Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't: Ameritas Benefits For your money: • 401(k) Retirement Plan with company match and quarterly contribution. • Tuition Reimbursement and Assistance. • Incentive Program Bonuses. • Competitive Pay. For your time: • Flexible Hybrid work. • Thrive Days - Personal time off. • Paid time off (PTO). For your health and well-being: • Health Benefits: Medical, Dental, Vision. • Health Savings Account (HSA) with employer contribution. • Well-being programs with financial rewards. • Employee assistance program (EAP). For your professional growth: • Professional development programs. • Leadership development programs. • Employee resource groups. • StrengthsFinder Program. For your community: • Matching donations program. • Paid volunteer time- 8 hours per month. For your family: • Generous paid maternity leave and paternity leave. • Fertility, surrogacy, and adoption assistance. • Backup child, elder and pet care support. An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Application Deadline This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S.
    $29k-46k yearly est. 16h ago
  • Rotational Summer Internship Program

    Carroll Insurance Agency Ltd. 3.9company rating

    Remote job

    Job DescriptionDescription: About Us: Founded in 1980, Carroll Insurance Agency has built a strong reputation for providing specialized risk management and employee benefits services across the Manufacturing and Construction sectors. Over time, we've expanded our expertise to serve Oil & Gas, Professional Services, Restaurants, and Retail businesses. Our mission is to deliver tailored insurance solutions with exceptional client service and we're excited to help the next generation of professionals grow within the industry. Program Overview: Our Rotational Summer Internship Program is designed to give college students hands-on exposure to multiple areas of the insurance industry. This 8-week experience allows interns to rotate through several departments, gaining a comprehensive understanding of agency operations, sales strategies, client service, and insurance products. Interns will work directly with teams in: Business Insurance Employee Benefits Personal Insurance Sales & Marketing Throughout the program, you'll collaborate on real projects, participate in team meetings, learn industry fundamentals, and develop professional skills that will serve you in any career path. What You'll Gain: Exposure to multiple disciplines within the insurance industry Experience working with client-facing and internal teams Opportunities to develop sales, communication, and analytical skills Insights into risk management, policy structures, and agency workflows Mentorship from industry professionals A strong foundation for future roles in insurance or related fields Qualifications We're looking for motivated, curious, and team-oriented interns who are ready to learn and contribute. Ideal candidates will meet the following: Currently enrolled in an accredited college or university (required) Pursuing a degree in Business, Communications, Risk Management, or a related field Demonstrated interest in the Insurance, Risk Management, or Financial Services industries Strong communication, organization, and problem-solving skills Ability to work independently and collaboratively Positive attitude and willingness to learn Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint) is a plus Apply Today! Ready to kickstart your career and gain real-world experience in the insurance industry? Apply now to join the Carroll Summer Internship Program! Don't miss the chance to develop new skills, build your network, and make an impact from day one. ***THIS IS NOT A REMOTE POSITION*** Requirements:
    $26k-35k yearly est. 5d ago
  • Excess and Surplus Lines Production Underwriter/Broker

    Ck Specialty Insurance Associates

    Remote job

    Ck Specialty Insurance Associates is a rapidly growing, independently owned wholesale insurance brokerage committed to providing innovative and customized insurance solutions to retail agents and brokers across the country. Founded with a strong entrepreneurial spirit, Ck Specialty was built on the foundation of speed, service, and partnership with our retail agents. Traits that remain at the core of everything we do. Since our inception in 1998, we have grown into a respected name in the Excess & Surplus (E&S) marketplace. We focus on a wide range of commercial and personal lines, offering access to top-rated carriers and niche products that meet the unique needs of today's insurance buyers. At Ck Specialty, we operate with a 120% mentality; always going above and beyond in how we serve our clients, partners, and each other. We value precision, reliability, organization, and speed, which is why our team lives by the acronym PROS. We're a company for self-starters, problem-solvers, and professionals who want to be part of something fast-moving and impactful. Why Join CK Specialty? Supportive, high-energy team culture Room for growth and career development in a fast-scaling company Strong leadership that invests in training and development A voice at the table - your ideas matter here Whether you're new to the insurance industry or bringing years of experience, Ck Specialty is a place where your contributions can make a real difference. We're proud of our track record, but even more excited about what's ahead. What You'll be Doing Ck Specialty is a managing general agent and surplus lines broker specializing in hard-to-insure businesses and homes. We are a fast-growing organization seeking a licensed, sales-driven Production Underwriter/Broker to join our expanding team. This position is ideal for licensed insurance producers looking to build a highly profitable book of business with uncapped earning potential. The role offers the financial independence and flexibility to work from anywhere while gaining access to top-tier carriers and exclusive markets. If you excel in business development, relationship management, and revenue growth, we encourage you to apply. Please note: This role is for individuals who have managed a production role with marketing and relationship building responsibilities. This is not a desk underwriter role. Key Responsibilities Sales & Business Development Identify and develop new business opportunities through networking, referrals, and client outreach. Establish and maintain strong relationships with retail agents and carrier partners. Actively cross-sell and upsell insurance products to maximize revenue potential. Underwriting & Risk Analysis Analyze, underwrite, and price risks of varying complexity, ensuring profitability and compliance. Provide competitive terms and creative coverage solutions tailored to client needs. Negotiate terms, conditions, and pricing with carriers to secure optimal coverage for clients. Client & Account Management Maintain and grow a profitable book of business by building lasting client relationships. Respond promptly to customer needs, resolving issues efficiently and professionally. Market & Industry Engagement Stay informed on market trends, industry regulations, and emerging risk solutions. Leverage industry insights and underwriting expertise to advise clients on the best coverage options. … and above all.. have fun while creating a career that will keeping rewarding you over and over! Requirements Required: Active Property & Casualty (P&C) Insurance License. Prior experience in insurance production, underwriting, and/or brokering (excess & surplus lines preferred). Proven track record of sales success, meeting or exceeding revenue targets. Strong analytical and decision-making skills to assess and price risks effectively. Excellent relationship-building and negotiation abilities. Self-motivated with a 120% mentality to grow and maintain a profitable book of business. Strong organizational and time-management skills. High school diploma required. Preferred: Existing book of business or strong industry connections. Experience working in a remote and autonomous environment. Benefits Benefits & Growth Opportunities Fully Remote Position - Flexible work environment. Career Growth - Opportunities for career advancement in a rapidly growing industry. Comprehensive Benefits Package, including: 401(k) Retirement Plan. Health, Dental, and Vision Insurance. Paid Time Off (PTO) and Parental Leave. Tuition Reimbursement for continued education. Disability Insurance for financial security. Work in a Fast-Growing Industry - Be part of an organization focused on innovation and efficiency. Salary and Bonus determined on existing experience and relationship with clients. Why Join Us? At Ck Specialty, we are more than just a workplace-we are a collaborative and growth-driven team. This role offers an exciting opportunity to be part of a company that values innovation, flexibility, and excellence in service. If you are looking for a challenging and rewarding career in underwriting and brokering, we invite you to apply and grow with us!
    $65k-107k yearly est. Auto-Apply 60d+ ago

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